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Mark Fry Location
Salt Lake City, UT, US
Mark Fry Work
Senior Relationship Director @ (December 2002 - Present)
Director and Sr. Client Manager @ (August 1997 - December 2002)
Vice President @ (March 1991 - August 1997)
Trust Officer @ One Valley Bank (October 1988 - March 1991)
Associate Financial Planner @ (June 1986 - October 1988)
Mark Fry Education
Brigham Young University
Bachelor of Science (B.S.) (Family Financial Planning & Counseling)
1986
Mark Fry Skills
401k
403(b)
Deferred Compensation Plans
Defined Benefit Plans
Pension Plans
Series 7 registration
Series 63 registration
Series 66 registration
Retirement Planning
403b
Credit
Retirement
Employee Benefits
Management
Insurance
Mutual Funds
Account Management
Team Building
CRM
Customer Service
Investments
Relationship Management
Microsoft Excel
Leadership
Business Development
Strategy
Microsoft Office
Mark Fry Summary
Mark Fry, based in Salt Lake City, UT, US, is currently a Senior Relationship Director at Principal Financial Group. Mark Fry brings experience from previous roles at Victory Capital Management, Comerica Bank, One Valley Bank and LANHAM ODELL & COMPANY, INC. Mark Fry holds a Bachelor of Science (B.S.) in Family Financial Planning & Counseling @ Brigham Young University. With a robust skill set that includes 401k, 403(b), Deferred Compensation Plans, Defined Benefit Plans, Pension Plans and more. Mark Fry has 1 mobile phone numbers on RocketReach.
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